Nextdoor Holdings 将来の成長
Future 基準チェック /06
Nextdoor Holdingsは、59.6%と7.7%でそれぞれ年率59.6%で利益と収益が成長すると予測される一方、EPSはgrowで61.1%年率。
主要情報
59.6%
収益成長率
61.11%
EPS成長率
| Interactive Media and Services 収益成長 | 12.2% |
| 収益成長率 | 7.7% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 23 May 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • May 08
Nextdoor: Inflection Point Arrives
Summary Nextdoor Holdings has reached a critical inflection point, returning to double-digit growth and reporting a significant Q1 revenue beat. NXDR's self-serve ad business, now 68% of revenue, grew 28% YoY, while user growth remains nascent, setting up potential for further acceleration. Despite strong results and improved profitability, the stock trades at just 1x forward EV/S, making it the cheapest social media stock relative to peers. Management is aggressively repurchasing shares and guiding for 10%+ revenue growth in 2026, with positive EBITDA and free cash flow supporting buybacks. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 28
NXDR: AI Ads Expansion And Buybacks Will Support Higher Future P/E
Analysts have trimmed Nextdoor Holdings' average price target by about $0.15, reflecting recent cuts from $2.40 to $2.20 and from $2.20 to $2.10, and cited balanced risk and reward even after Q4 results came in ahead of muted expectations. Analyst Commentary Recent research notes point to a cautious tone on Nextdoor Holdings, with modest trims to price targets and an emphasis on balanced risk and reward despite Q4 results that were ahead of muted expectations.ナラティブの更新 • Apr 13
NXDR: AI Advertising And Share Repurchases Will Support Higher Future P/E
Analysts have trimmed their average price target on Nextdoor Holdings by $0.10 to $2.10, reflecting recent target cuts from $2.20 and $2.40. They see a more balanced risk and reward profile despite Q4 results coming in ahead of muted expectations.ナラティブの更新 • Mar 30
NXDR: AI Advertising Suite And Buybacks Will Support Higher Future P/E
Analysts have trimmed their price targets on Nextdoor Holdings to a range around $2.10 to $2.20, a reduction of about $0.10 to $0.20. This reflects a view that recent results, while ahead of muted expectations, still leave the risk and reward profile broadly balanced.ナラティブの更新 • Mar 15
NXDR: AI Ad Tools And Real Time Alerts Will Support Higher Future P/E
Analysts have trimmed their price targets on Nextdoor to a range of about $2.10 to $2.20, reflecting updated views on discount rates, profit margins, and future P/E assumptions, while maintaining a generally neutral stance on the stock. Analyst Commentary Recent research notes around Nextdoor highlight a cautious but engaged view from the Street, with price targets now clustered around the low US$2 range and ratings kept at Neutral.ナラティブの更新 • Mar 01
NXDR: Expanded Real-Time Alerts Will Support A Higher Future P/E Multiple
The analyst price target for Nextdoor Holdings has been trimmed from $2.65 to $2.58, with analysts pointing to slightly lower assumed profit margins and a modestly lower future P/E multiple, partly echoed by recent cuts to $2.10 and $2.20 from Citi and B. Riley.ナラティブの更新 • Feb 15
NXDR: Expanded Real-Time Alerts Will Support A Higher Future Earnings Multiple
Analysts have adjusted their valuation assumptions for Nextdoor Holdings, keeping the fair value view around $2.65 while recalibrating profit margin expectations and a higher future P/E. These changes together inform an updated price target framework without a material headline change in the dollar figure itself.ナラティブの更新 • Feb 01
NXDR: Expanded Real-Time Alerts And AI Ads Will Support Bullish Outlook
Analysts kept their fair value estimate for Nextdoor Holdings steady at US$2.65, citing only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions rather than any major change in their view of the stock. What's in the News Nextdoor expanded its Alerts product with real time earthquake data from the U.S. Geological Survey, building on existing partnerships with The Weather Company, Samdesk, PowerOutage.us, and Waze to deliver 3.7 million alerts since launch, with alerts appearing in the newsfeed and via push notification for severe events.ナラティブの更新 • Jan 18
NXDR: Expanded Real-Time Alerts And AI Advertising Will Support Bullish Outlook
Analysts now frame their valuation outlook for Nextdoor Holdings around an updated fair value estimate of US$2.65 per share from US$2.38 per share, reflecting refreshed assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News Nextdoor expanded its Alerts product with real-time earthquake data from the U.S. Geological Survey, alongside earlier integrations such as Waze road and traffic data, increasing the range of critical local information available on the platform (Key Developments).分析記事 • Dec 11
Subdued Growth No Barrier To Nextdoor Holdings, Inc. (NYSE:NXDR) With Shares Advancing 42%
Nextdoor Holdings, Inc. ( NYSE:NXDR ) shares have had a really impressive month, gaining 42% after a shaky period...ナラティブの更新 • Aug 15
The NEXT Initiative And AI Features Will Transform User Engagement
Analysts have raised Nextdoor Holdings’ price target from $2.01 to $2.38 as they highlight its large user base and unique local advertising position, though they caution that a near-term focus on engagement over monetization and ongoing strategic uncertainty may create financial volatility and dilution risk. Analyst Commentary Significant user base with 100M signed-up neighbors globally and exposure to one-third of U.S. households, providing a unique position in hyper-local advertising.分析記事 • Jul 16
Pinning Down Nextdoor Holdings, Inc.'s (NYSE:KIND) P/S Is Difficult Right Now
When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...新しいナラティブ • May 18
The NEXT Initiative And AI Features Will Transform User Engagement
NEXT initiative enhancements in UI and AI-driven features could boost user engagement, driving more ad inventory and increasing revenue growth.分析記事 • May 10
Companies Like Nextdoor Holdings (NYSE:KIND) Can Afford To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Mar 29
Nextdoor Is Ready For Major Platform Changes
Summary Nextdoor Holdings, Inc. has shown positive financial performance with 17% revenue growth and its first positive Adjusted EBITDA of $3M in Q4 2024. CEO Nirav Tolia aims to transform Nextdoor into a more engaging, content-driven platform, inspired by Reddit, to boost user engagement. The new platform design, NEXT, has shown immediate engagement improvements in test markets but may introduce political content, which could be divisive. Despite the stock's low EV/sales ratio, I remain cautious due to potential volatility and will wait to see the impact of the NEXT initiative. Read the full article on Seeking Alpha分析記事 • Mar 07
Risks Still Elevated At These Prices As Nextdoor Holdings, Inc. (NYSE:KIND) Shares Dive 33%
Nextdoor Holdings, Inc. ( NYSE:KIND ) shareholders that were waiting for something to happen have been dealt a blow...Seeking Alpha • Jan 17
Nextdoor: Favorable Industry Trends And Positive Financials
Summary Nextdoor Holdings (KIND) is poised to benefit from digital advertising trends, leveraging hyper-local engagement to attract advertisers. KIND's financial performance is improving, with revenue growth accelerating and WAUs increasing, driven by strategic enhancements to the ad platform. The NEXT initiative aims to shift user interactions to discovery-driven experiences, potentially transforming KIND into a daily-use platform and boosting ad revenue. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Nextdoor: Next Step Up
Summary Nextdoor has achieved a significant turnaround under the return of founding CEO Nirav Tolia, with 17% revenue growth and record WAUs. The company nearly eliminated losses, reporting a Q3 adjusted EBITDA loss of just $1 million, and expects to be cash flow positive in Q4. Nextdoor's had a strong balance sheet with $425 million in cash and the company has reduced diluted shares by 20 million via share buybacks. The stock trades at just above 2x EV/S offering a compelling investment opportunity with potential for significant valuation uplift as new initiatives roll out. Read the full article on Seeking Alpha分析記事 • Sep 25
We Think Nextdoor Holdings (NYSE:KIND) Can Easily Afford To Drive Business Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Aug 23
Nextdoor: Valuation Provides Limited Margin Of Safety For Execution Risks
Summary Shares are up more than 30% this year, reflecting the significant improvements seen in the underlying business. Revenue growth has seen an acceleration over the last two quarters, while management expects to reach FCF breakeven in Q4. The company is aggressively repurchasing its shares as its cash balance represents nearly half its market cap. Despite my positive outlook for the company, I find that the current valuation provides investors with a limited margin of safety. Read the full article on Seeking Alpha分析記事 • Aug 04
When Should You Buy Nextdoor Holdings, Inc. (NYSE:KIND)?
While Nextdoor Holdings, Inc. ( NYSE:KIND ) might not have the largest market cap around , it received a lot of...分析記事 • Jul 05
Is There An Opportunity With Nextdoor Holdings, Inc.'s (NYSE:KIND) 34% Undervaluation?
Key Insights The projected fair value for Nextdoor Holdings is US$3.91 based on 2 Stage Free Cash Flow to Equity...分析記事 • Jun 14
We're Not Worried About Nextdoor Holdings' (NYSE:KIND) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • May 21
What Nextdoor Holdings, Inc.'s (NYSE:KIND) 27% Share Price Gain Is Not Telling You
Nextdoor Holdings, Inc. ( NYSE:KIND ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • May 14
Nextdoor: Reinvigorating Growth
Summary Nextdoor Holdings, Inc. is experiencing reinvigorated growth with the return of its founding CEO. The company should exit the year with a 10%+ sales growth rates, adding to investor interest in the local social platform. Nextdoor Holdings stock trades below 2x EV/S targets due to a strong cash balance of $500 million. Read the full article on Seeking Alpha分析記事 • Apr 17
At US$1.96, Is It Time To Put Nextdoor Holdings, Inc. (NYSE:KIND) On Your Watch List?
While Nextdoor Holdings, Inc. ( NYSE:KIND ) might not have the largest market cap around , it saw a significant share...分析記事 • Mar 27
Estimating The Fair Value Of Nextdoor Holdings, Inc. (NYSE:KIND)
Key Insights Nextdoor Holdings' estimated fair value is US$2.79 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Mar 01
Optimistic Investors Push Nextdoor Holdings, Inc. (NYSE:KIND) Shares Up 39% But Growth Is Lacking
The Nextdoor Holdings, Inc. ( NYSE:KIND ) share price has done very well over the last month, posting an excellent gain...Seeking Alpha • Feb 29
Nextdoor: Follow The Engagement Growth
Summary Nextdoor Holdings, Inc. has struggled with growth, but new ad technology and higher user engagement offer potential for massive growth opportunities. The market appears to like the return of the co-founder as CEO. Nextdoor Holdings has the potential for multiple expansions and aims to improve adjusted EBITDA margins, but needs to demonstrate faster growth and eliminate ongoing losses. Nextdoor Holdings stock trades at a forward EV/S target of only 1x versus far higher sector multiples. Read the full article on Seeking Alpha分析記事 • Jan 17
We're Hopeful That Nextdoor Holdings (NYSE:KIND) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Dec 22
Optimistic Investors Push Nextdoor Holdings, Inc. (NYSE:KIND) Shares Up 26% But Growth Is Lacking
Nextdoor Holdings, Inc. ( NYSE:KIND ) shares have had a really impressive month, gaining 26% after a shaky period...分析記事 • Dec 14
Nextdoor Holdings, Inc.'s (NYSE:KIND) Intrinsic Value Is Potentially 99% Above Its Share Price
Key Insights The projected fair value for Nextdoor Holdings is US$3.59 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Dec 05
Nextdoor: No Logical Reason For Me To Invest Today
Summary Nextdoor's operating performance has not improved and the business is still in the red, with little visibility into its path to profitability. Recent results show subdued top-line growth and little improvement on an adjusted EBITDA basis, with declining key operating metrics. The advent of AI has significantly elevated KIND's business risk, making it difficult for smaller players like Nextdoor to compete with larger platforms. Read the full article on Seeking Alpha業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 342 | -7 | 53 | 54 | 4 |
| 12/31/2027 | 314 | -23 | 41 | 42 | 5 |
| 12/31/2026 | 284 | -34 | 16 | 17 | 5 |
| 3/31/2026 | 265 | -44 | 7 | 7 | N/A |
| 12/31/2025 | 258 | -54 | 6 | 6 | N/A |
| 9/30/2025 | 253 | -62 | 8 | 9 | N/A |
| 6/30/2025 | 250 | -64 | 1 | 2 | N/A |
| 3/31/2025 | 248 | -92 | -7 | -6 | N/A |
| 12/31/2024 | 247 | -98 | -21 | -20 | N/A |
| 9/30/2024 | 238 | -126 | -47 | -47 | N/A |
| 6/30/2024 | 228 | -150 | -52 | -52 | N/A |
| 3/31/2024 | 222 | -142 | -59 | -59 | N/A |
| 12/31/2023 | 218 | -148 | -60 | -59 | N/A |
| 9/30/2023 | 216 | -141 | -65 | -64 | N/A |
| 6/30/2023 | 214 | -137 | -60 | -58 | N/A |
| 3/31/2023 | 212 | -139 | -71 | -69 | N/A |
| 12/31/2022 | 213 | -138 | -64 | -61 | N/A |
| 9/30/2022 | 219 | -134 | -62 | -59 | N/A |
| 6/30/2022 | 218 | -118 | -58 | -54 | N/A |
| 3/31/2022 | 209 | -103 | -56 | -48 | N/A |
| 12/31/2021 | 192 | -95 | -60 | -51 | N/A |
| 9/30/2021 | 173 | -81 | -50 | -40 | N/A |
| 6/30/2021 | 152 | -81 | -51 | -42 | N/A |
| 3/31/2021 | 134 | -78 | -45 | -38 | N/A |
| 12/31/2020 | 123 | -75 | -47 | -42 | N/A |
| 12/31/2019 | 83 | -73 | N/A | -64 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: NXDR今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NXDR今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: NXDR今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NXDRの収益 ( 7.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。
高い収益成長: NXDRの収益 ( 7.7% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: NXDRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 21:13 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nextdoor Holdings, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Naved Khan | B. Riley Securities, Inc. |
| Jamesmichael Sherman-Lewis | Citigroup Inc |
| Jason Kreyer | Craig-Hallum Capital Group LLC |